Client Engagement Process

There’s an old saying that if you don’t know where you’re going, any road will do. That’s why we start the process with a detailed strategy of what the destination will “look and feel” like. With our 8 step client Egnagement Process, we will get a clear picture of where you are today and where you want to be. Our plan will look at:

A Full goals assessment

A comprehensive retirement income blueprint

Portfolio management review

Risk management review

Tax and estate planning

It is important to monitor this plan on an annual basis and make updates to your plan as needed. Occasionally, a client will face significant changes in their personal circumstances, which would require us to reevaluate and restart the process such as a death in the family or a new marriage. Other changes may be more minor in nature and will require us to reevaluate any one of the previously mentioned steps.